Comments for Personal Insurance Resources

Comment on Be Your Own Financial Planner by kemckn

kemckn — Tue, 21 Feb 2012 03:42:30 +0000

I believe 10% should go to God and manage the 90%, which is save some then live off the rest.

Comment on Getting Started as a Financial Planner (Bloomberg) by PTHahn

PTHahn — Mon, 20 Feb 2012 04:22:01 +0000

34 of 36 people found the following review helpful:

Jeffrey Rattiner's book hits the mark, March 13, 2002

PTHahn (Connecticut) -

This review is from: Getting Started as a Financial Planner (Hardcover)

When I started out as an independent financial planner almost 8 years ago there was little on the market in terms of well written, content-rich references on financial planning. I recently came across Jeffrey Rattiner's "getting started" book for financial planners. First, I wish I had this book 8 years ago. It would have saved me time and mistakes when I got started. The second point to make is that Rattiner's book, especially the sections on managing client relationships and marketing, is thorough and practical. For example, as Rattiner points out there are important psychological issues at play (denial,guilt,avoidance, etc.) between planner and client that affect the relationship.These issues need to be recognized and managed to forge a productive, long-term association. The section on marketing is also right on target. While Rattiner's advice largely focuses on the new planner, I found his range of marketing strategies to be a good reminder of the broad approach the financial planner needs to take to get the best ROI on marketing spending. Overall, Rattiner is very successful in presenting the various challenges and solutions the new(and experienced)planner needs to address. "Getting Started as a Financial Planner" is money well spent.

Help other customers find the most helpful reviews

Was this review helpful to you?

Comment

Comment on Getting Started as a Financial Planner (Bloomberg) by Rolf Dobelli "getAbstract"

Rolf Dobelli "getAbstract" — Mon, 20 Feb 2012 03:51:39 +0000

49 of 52 people found the following review helpful:

Insightful!, October 26, 2001

Rolf Dobelli "getAbstract" (Switzerland) -

This review is from: Getting Started as a Financial Planner (Hardcover)

How can you plan other people's financial futures without a firm grip on your own professional plan? If you are trained and ready with the know-how and skills to be a financial planner, but could use some help getting your professional practice together, here's the book you need. Author Jeffrey H. Rattiner guides you through the basics of setting up your business. While he doesn't teach you how to be a financial planner - that would be an entirely different book - he does cover everything else you need to open your office, including an explanation of the education and certification process in the U.S.. He shows you how to create a business and marketing plan, how to deal with clients and understand their needs, how to comply with regulations and how to protect yourself legally. His book is filled with useful lists and charts; We [...] were particularly impressed with his excellent resource section. Fledgling financial planners, line up here.

Help other customers find the most helpful reviews

Was this review helpful to you?

Comment

Comment on Getting Started as a Financial Planner (Bloomberg) by Robert Croft

Robert Croft — Mon, 20 Feb 2012 03:15:30 +0000

53 of 54 people found the following review helpful:

Marginal Value If You Don't Know Anything, March 30, 2007

Robert Croft (Columbus, GA) -

This review is from: Getting Started as a Financial Planner: Revised and Updated Edition (Hardcover)

Bottom line up front - you will not gain a top down view of the industry, the understanding of the types of businesses within it, or the nitty gritty of the components needed to do financial planning or run the business. From the other reviews, most that liked this book didn't have much perspective in this category.

I've bought a number of books to familiarize myself with the financial planning industry before setting off on an educational track. This book has been my only complete disappointment. I'm sure Mr. Rattiner knows his business, but this book does not serve any particular purpose. The scope is too broad and the depth of analysis to shallow to be helpful. No one will "Get Started" in one book. Many parts of the book are more like bulleted/paragraphed lists which can't possibly reveal the extent of the author's knowledge on any of the topics. Other parts skim through the technical parts of financial planning (e.g. types of life insurance policies) which have to be learned later in official certification courses. The aspects of running a small business he mentions don't reveal anything significant or truly specific to this type of business - you could get as much from a good article on the subject.

If you have not yet read anything on the industry, try In Search Of The Perfect Model which gives an excellent overview of very successful and inspiring corporate visions of real financial planning businesses from sole practitioners to regional firms. An alternate bottom-up book which does not sugar coat anything and will specifically point you toward further research in a variety of areas is So You Want To Be A Financial Planner. If you are looking for how the business should be structured for financial success under any model, Practice Makes Perfect written by industry consultants (no "this worked for me" bias) is phenomenal. For office operations, Virtual Office Tools for a High Margin Practice will get your mind spinning with what technology can do for you as a planner. For marketing, I recommend The Brand Called You which gets down to what weight of card stock you should have for mailings.

Sure it's better than nothing but...

Help other customers find the most helpful reviews

Was this review helpful to you?

Comment

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by melonofwater1

melonofwater1 — Sun, 19 Feb 2012 02:56:04 +0000

fucking beastophobes

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by RadarSol

RadarSol — Sun, 19 Feb 2012 02:22:51 +0000

8:34 LOL LOL

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by Davidweiser

Davidweiser — Sun, 19 Feb 2012 02:11:53 +0000

Well, I'm not afraid of the Military rolling down my street now, they'll be to busy on floats fucking their dogs, goats, pigs, or whatever.

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by Davidweiser

Davidweiser — Sun, 19 Feb 2012 02:11:49 +0000

@ENDAMERICASOON So you like sucking doggie dick. WOW!

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by Ns42o

Ns42o — Sun, 19 Feb 2012 01:35:37 +0000

he's lookin a little bit like Captain Kirk in this vid

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by louloub5

louloub5 — Sun, 19 Feb 2012 01:24:53 +0000

sodomy bestiality…..seriously! they need a hospital and a doctor 24/7

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by louloub5

louloub5 — Sun, 19 Feb 2012 01:18:26 +0000

ronpaulcantwin. so what are you ? a bigot idiot zionist innocent child?

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by kopellhinex

kopellhinex — Sun, 19 Feb 2012 00:49:21 +0000

YOUTUBE: MURDERED by the MONARCHS

nwo+freemason+illuminati+scientology+secretsociety+religion+ bohemiangrove+occult+government+constitution+zionist+slavery +elitecriminals+war+etc = CAPITALIST REALM LANDLORD GRABBER PIG ROYAL LAZY FAMILY.

fight for LAST DROP BLOOD for MONEY & POWER = LAZY ROYAL PIG FAMILY

CAPITALISM = ROYAL SLAVE LORD MASTERS LAZY FAMILY..!!!
"GOD HANG the REALM LANDGRABBER PIG ROYAL LAZY FAMILY"
"GOD HANG ROYAL LAZY FAMILY"
—— copy & paste WE ARE THE 99% FREEMAN ——

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by MrPatrickodonnell

MrPatrickodonnell — Sun, 19 Feb 2012 00:09:59 +0000

Alex, a sheep with high heels on just passed my house looking for you…lol

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by jasonbruneck

jasonbruneck — Sun, 19 Feb 2012 00:09:23 +0000

OMG NDAA SOLDIER ANIMAL SEX?? WAT DA FUK?

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by purplewolfpimp

purplewolfpimp — Sat, 18 Feb 2012 23:26:08 +0000

Nothing wrong with beastialiity . so stop hating on it . longs as you are not forcing yourself onto your pets and animals , then it shold be ok. this is the direction out species should be going to evovle and be able to choose something diferent in your life besides the human species.

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by MsBouncingbetty

MsBouncingbetty — Sat, 18 Feb 2012 23:12:01 +0000

COD5: Operation Farmville

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by ruthless6661

ruthless6661 — Sat, 18 Feb 2012 22:17:38 +0000

US SOLDIERS ALOWED TO HAVE ANIMAL SEX CRAZY SHIT

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by ruthless6661

ruthless6661 — Sat, 18 Feb 2012 21:26:15 +0000

@purplewolfpimp WTF MAN

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by TheSilverguy79

TheSilverguy79 — Sat, 18 Feb 2012 20:58:17 +0000

Because of these new insane bestiality laws for the military maybe the WWF will reintroduce a new version of The Brother Love Show and this time his usual line of "my guest this week" can include interviews with animals on four legs as well as the regular ones.

Comment on Lehman Brothers Collapse. CRISIS NOT OVER. sep. 15, 2008. by t4705mb6

t4705mb6 — Sat, 18 Feb 2012 20:41:55 +0000

Just as I expected, this bestiality talk came around to gay marriage. It probably won't be l;long before Jones, a known homophobe, is screaming that gays should be put to death. If Gingrich can call for the execution of pot smokers, why not just start executing gays too?
The inference here is disgusting. Gays simply want equal rights. Whoever is behind this bestiality nonsense is purposely stirring the pot, pushing a warped agenda that could only come from the NWO Zionists.